Hello!
I need some help with a pivot table and would really appreciate any solutions or ideas to solve my problem!
I want to make a pivot table from my transaction data to summarise my finances. I have made the attached table that uses a data connection to my transactions to get the data.
I want my pivot table to show me my total spend for each category and when I expand each category I want to see my spending grouped by transaction name (as in the example image attached). I also want to be able to filter this table by a date range. This is all pretty straightforward if each transaction only had 1 category, however my transactions can be split across multiple categories (Columns F - K) so I essentially need to incorporate SUMIFS into the table somehow (I think!).
Does anyone have any ideas as to how I can do this?
Thank you!
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